Batchbook Support Documents

How do I add a new user?

We encourage you to add all your valuable team players to the account. Sharing information across the team is what Batchbook was made for. Add in everyone who has any meaningful interactions with your clients to ensure that information is available as needed.

From the Quick Add menu in the header, select +User

Enter new user details

Fill in the name and email of your new user, select what user level you'd like them to have, and the time zone they're in. Once you have everything entered, go ahead and click the Create button. Your new user will be emailed a welcome email to help get them set up.

Troubleshooting: If you add a new user and they do not receive their intro email please contact support at help@batchblue.com.